Carter Financial »

Visa shares owned by Carter Financial

Quarter-by-quarter ownership of Visa (V) shares owned by Carter Financial from 13F filings

Historical chart of Carter Financial investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Carter Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Visa by Carter Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $610k 1.7k 350.71

More positions owned by Carter Financial

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Global X Fds S&p 500 Catholic (CATH)
Visa Com Cl A (V)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for Carter Financial

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
TCI Fund Management
Capital World Investors
Capital Research and Management Company - Division 3
Alliancebernstein
Northern Trust
Norges Bank Investment Management
Goldman Sachs Group
Jpmorgan Chase & Co
Ameriprise Financial
Charles Schwab Investment Management

View all funds holding Visa